Datasets Guide

This article covers the following datasets:

Intake

All the details about intakes in Casebook. One row per intake per person.

intake-1

Notes

All the details about notes in Casebook. One row per note per person associated with the note.

notes-2

Case Involvements 

Contains information about all of your cases and all case involvements. Since one case can have many clients and involvements, one row does not represent one case instead, there is one row per case per person assigned and per person served. Note: When reporting, please use count distinct on case_id to ensure you are not over-counting the cases. One row per case per person on the case per person assigned the case.

Case Involvements-1

People

All the details about all of the person records in your Casebook system. Each record represents one person. The person_id can be combined with other datasets for powerful reporting on your clients. One row per person.

people

Service Enrollments 

All the details about your services in which clients are enrolled. One row per service enrollment.

service enrollments

Providers

All the details about your providers located in cb Track. One row per provider per provider_person.

providers

Workflows

All the details of your workflows and associated steps. Note: To tally total workflows, make sure to count distinct "workflow_id". To tally workflow steps, count distinct "workflow_step_id". One row per workflow step.

workflows

Services

All the details about your service offerings. Note: When using service_id and provider_id as a value, make sure that the aggregation is set to Count of Distinct Rows for accurate data on each of the topics.  One row per service offering.

services-1

Provider Portal User

Contains data on all of your provider portal users associated with a provider in cb Track. One row per provider portal user. provider portal user

Application Portal User

Contains data on all of your application portal users associated with an application in cb Access. One row per application portal user. application portal users

Cases

All the details about your cases in Casebook. One row per case.  cases-1

People Incomes

All listed income sources of each person contained in the people profile. One row per person per income source.

people incomes

Providers Application Portal

Contains information on all provider applications that are submitted through the application portal. One row per provider application.providers application portal

Providers Application Portal Demographics

Contains information on the demographics of applicants who submit applications through the application portal. One row per provider applicant.providers applicaiton portal demo-1

People Medical Allergies

All listed allergies of each person contained in the people profile. One row per person per allergy. people medical allergies

People Medical Conditions

All listed medical conditions of each person contained in the people profile. One row per person per medical condition.

people medical conditions

People Medical Insurances

All listed insurances of each person contained in the people profile. One row per person per insurance. people medical insurance

People Medical Medications

All listed medications of each person contained in the people profile. One row per person per medication. people medical medications

People Medical Providers

All listed medical providers of each person contained in the people profile. One row per person per medical provider. people medical providers

Service Notes

All the details contained in service notes. One row per service note.Service Notes-1

Service Notes Recipients

Information about the people who received service notes and all the details in the service note. One row per service note per person served.Service Notes Recipients

Schools

All listed schools of each person contained in the people profile. One row per person per school.

schools

Tasks

All the details about tasks in Casebook. One row per task.

Task Dataset Image

Relationships

All the details about relationships listed on the person's profile. Note: When pulling a report on relationships, you will see two rows per relationship. For example, Row 1 - Jane Doe; Wife, Row 2 - John Doe; Husband. This dataset can be joined to the People Dataset using person_id. One row per person per relationship.

relationships-1

People Employments

All listed employments of each person contained in the people profile. One row per person per employment.people employments

Meetings

All the details about meetings in Casebook. One row per meeting per attendee.

meetings

Case Involvement Recipients

All the details about case involvements from cases. One row per case involvement.

case involvement recipients

Case Assignees

Information about the people assigned to cases and all the details about the cases. One row per case per person assigned the case.

case assignees

Communications

All details of email communications sent using Casebook. One row per email per email_to.

communications

People Housing

All listed addresses of each person contained in the people profile. One row per person per location entry.

people housing

Note Resources

The bridge between notes and cases or intake or provider datasets. One row per note per resource.

note resources

VOCA Demographics

Relevant demographic information about your VOCA clients. Note: This dataset will only populate if you have set up your tenant according to our VOCA guidelines. One row per person per FY per FYQ served.

voca demographics

VOCA Services

All the details about services provided through VOCA funding. Note: This dataset will only populate if you have set up your tenant according to our VOCA guidelines. One row per service enrollment per FYQ Served.

voca services

VOCA Victimization

All the details about VOCA client's victimization type. Note: This dataset will only populate if you have set up your tenant according to our VOCA guidelines. One row per involvement type per person per FYQ Served.

voca victimizations